Overview
Endpoint devices such as laptops and desktops often store business-critical data, including:
- User documents
- Spreadsheets and presentations
- Project artifacts
- Application exports
- Offline email archives
- Temporary working files
Data stored only on endpoints introduces operational and compliance risks:
- Device theft or loss
- Ransomware infection
- Hardware failure
- Accidental deletion
- Lack of centralized governance
Recommended Approach
To ensure controlled and auditable archival into Vaultastic:
- Synchronize endpoint data to a managed cloud drive platform
- Use LegacyFlo to archive the data into Vaultastic on a scheduled basis
Supported cloud drive platforms:
- Microsoft OneDrive
- Google Drive
This approach leverages existing enterprise storage infrastructure while enabling centralized archival, governance, and retention enforcement.
Vaultastic Storage Targets
Endpoint data is typically archived into the following Vaultastic storage tiers.
| Store | Use Case |
|---|---|
| Open Store | Medium-term archival with searchable access |
| Deep Store | Long-term archival optimized for low-cost storage |
Selection Criteria
Choose the appropriate storage tier based on:
Expected access frequency
Regulatory retention duration
Cost considerations
Supervision requirements
Endpoint Archival Architecture
The architecture uses cloud drive synchronization as an intermediate layer between endpoints and Vaultastic.
Data Flow
- Endpoint files are synchronized using cloud drive sync clients
- Files are stored in user or managed cloud drive accounts
- LegacyFlo ingests selected folders into Vaultastic
- Retention policies in the cloud drive control storage lifecycle
This approach eliminates the need for endpoint backup agents and relies on a centrally managed synchronization infrastructure.
Why Use Cloud Drive as an Intermediate Layer
Operational Simplicity
Cloud drive sync clients are typically already deployed and managed via centralized admin consoles.
- No additional endpoint agent deployment required
- Reduced operational overhead
Reduced Endpoint Complexity
Endpoints:
- Synchronize data automatically in the background
- Require minimal user intervention
- Continue syncing even outside corporate networks
All archival processing is handled centrally via LegacyFlo.
Centralized Governance
Cloud drive platforms provide:
- Administrative visibility
- Access controls
- Retention and lifecycle policies
- Audit logging
These controls ensure governance is enforced before data is archived into Vaultastic.
Data Upload Archival Process
Data Upload connects to cloud drive platforms and transfers selected data into Vaultastic.
Process Flow
- Connect to cloud drive APIs
- Enumerate configured users/folders
- Transfer files to Vaultastic storage
- Apply indexing and retention policies
Supported Ingestion Modes
- Entire user drive archival
- Selected folder archival
- Date-based filtering
- Scheduled incremental ingestion
Job Types
- One-time historical ingestion
- Scheduled recurring ingestion
Managing Retention in Cloud Drives
Retention policies must be configured in the cloud drive to prevent storage quota issues.
Recommended Lifecycle Model
- Files remain in the cloud drive for active use
- Files are archived to Vaultastic after a defined period
- Files are deleted from the cloud drive after successful archival
- Vaultastic maintains long-term retention independently
Example Policy
| Stage | Action |
|---|---|
| After 90 days | Files archived to Vaultastic |
| After 120 days | Files deleted from the cloud drive |
| Long-term | Files retained in Vaultastic |
Key Consideration
Ensure deletion policies execute only after successful archival verification.
This ensures:
Cloud drive storage quotas remain controlled
Endpoint backup remains continuous
Long-term data retention is preserved
Initial Configuration
Follow these steps to implement endpoint archival.
1. Enable Endpoint Synchronization
- Deploy OneDrive or Google Drive sync client
- Define folders to be synchronized
- Validate successful upload to cloud drive
2. Define Archival Scope
Identify:
- Target folders
- Retention requirements
- Vaultastic storage tier
- Archival frequency
3. Configure Data Upload Ingestion
- Register the required API credentials.
- Define:
User accounts or folder paths
Destination Vaultastic store
Filtering rules (if applicable)
- Configure the archival schedule.
4. Configure Cloud Drive Retention Policies
- Define lifecycle rules to manage storage limits.
- Ensure that deletion policies only apply after data has been successfully archived to Vaultastic.
5. Validate End-to-End Workflow
Test the complete workflow:
Upload a test file to an endpoint.
Verify synchronization to the cloud drive.
Confirm LegacyFlo ingestion into Vaultastic.
Validate search and retrieval functionality.
Confirm retention enforcement.
Benefits of Endpoint Archival in Vaultastic
Archiving endpoint data using cloud drive synchronization and Vaultastic provides:
Protection against device loss and ransomware
Centralized compliance-ready retention
Reduced reliance on endpoint backup agents
Controlled cloud storage growth
Durable, searchable long-term preservation
By combining cloud drive synchronization with LegacyFlo ingestion into Vaultastic, organizations establish a scalable endpoint archival framework aligned with governance and compliance requirements.
Security and Compliance Considerations
- Ensure API access uses least privilege principles
- Enable audit logging in cloud drive platforms
- Validate encryption in transit (HTTPS) and at rest
- Ensure Vaultastic retention policies meet regulatory requirements
- Review data residency requirements (especially for cloud storage regions)
Monitoring and Troubleshooting
Monitor
- LegacyFlo ingestion logs
- Job success/failure rates
- Cloud drive storage usage
- Vaultastic ingestion metrics
Common Issues
| Issue | Cause | Resolution |
|---|---|---|
| Files not archived | Sync not complete | Verify endpoint sync status |
| Missing files | Incorrect scope | Review folder selection |
| API failures | Permission issues | Validate credentials and scopes |
| Duplicate ingestion | Misconfigured jobs | Check scheduling logic |
Limitations and Design Considerations
- Near real-time archival is dependent on sync latency
- Cloud drive API rate limits may impact ingestion speed
- Large files may require extended processing time
- Deleted endpoint files may not be captured if not synced
- Versioning behavior depends on cloud drive capabilities